Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
April 20, 2018

He always thought it was too expensive and even today he feels that way. It had a great earnings report this week with record new subscriber rates. Trades at 70 times next year earnings.

Netflix Inc. (NFLX-Q)
April 20, 2018

He always thought it was too expensive and even today he feels that way. It had a great earnings report this week with record new subscriber rates. Trades at 70 times next year earnings.

Don Lato
President, Padlock Investment Management
Price
$327.770
Owned
No
WEAK BUY
WEAK BUY
April 20, 2018

They have been in the penalty box for a while, but the recent earnings are a good step for the road to recovery. It is a great business, but there were management issues that were not apparent. They have a great brand and it might be an interesting buy here.

General Electric (GE-N)
April 20, 2018

They have been in the penalty box for a while, but the recent earnings are a good step for the road to recovery. It is a great business, but there were management issues that were not apparent. They have a great brand and it might be an interesting buy here.

Don Lato
President, Padlock Investment Management
Price
$14.540
Owned
No
WATCH
WATCH
April 20, 2018

This is seriously on his watch list. The latest quarterly earnings surprised analysts due to lower fuel profits. At 11 times next year earnings, this is the cheapest it has been for a long time.

This is seriously on his watch list. The latest quarterly earnings surprised analysts due to lower fuel profits. At 11 times next year earnings, this is the cheapest it has been for a long time.

Don Lato
President, Padlock Investment Management
Price
$52.840
Owned
No
TOP PICK
TOP PICK
April 20, 2018

They are involved in fracing sand. Over the past five years investors had been disappointed. They recently opened a mine in the Permian – the first operator there. They have locked up capacity on good long-term contracts. They see a 10% dividend increase over the year. They are projecting a 25% increase in frac sand usage. If you want to be in energy this is the one. Yield 7.5%. (Analysts’ price target is $16.36 )

They are involved in fracing sand. Over the past five years investors had been disappointed. They recently opened a mine in the Permian – the first operator there. They have locked up capacity on good long-term contracts. They see a 10% dividend increase over the year. They are projecting a 25% increase in frac sand usage. If you want to be in energy this is the one. Yield 7.5%. (Analysts’ price target is $16.36 )

Don Lato
President, Padlock Investment Management
Price
$12.100
Owned
Yes
TOP PICK
TOP PICK
April 20, 2018

At 10.5 times next year earnings, this is great value. The took a write-down on the changes in the US tax code, but that will now become a tail wind for them. This is a good entry level. Yield 3.8%. (Analysts’ price target is $82.10 )

Toronto Dominion (TD-T)
April 20, 2018

At 10.5 times next year earnings, this is great value. The took a write-down on the changes in the US tax code, but that will now become a tail wind for them. This is a good entry level. Yield 3.8%. (Analysts’ price target is $82.10 )

Don Lato
President, Padlock Investment Management
Price
$70.190
Owned
Yes
TOP PICK
TOP PICK
April 20, 2018

A great combination of new store openings and same-store sales increase. They own 1000 stores and plan to open another 100 this year. Multiples came down with fears that Amazon was going to enter the cosmetic space, making it very reasonably priced now. Yield 0%. (Analysts’ price target is $246.95 )


A great combination of new store openings and same-store sales increase. They own 1000 stores and plan to open another 100 this year. Multiples came down with fears that Amazon was going to enter the cosmetic space, making it very reasonably priced now. Yield 0%. (Analysts’ price target is $246.95 )


Don Lato
President, Padlock Investment Management
Price
$235.050
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 20, 2018

(A Top Pick November 30/17 Up 22%) A Colombian oil play that he has held for several years. It has benefited from Brent oil prices. Production has increased and it reached another 52 week high in price. It is still cheap at six times cash flow.

(A Top Pick November 30/17 Up 22%) A Colombian oil play that he has held for several years. It has benefited from Brent oil prices. Production has increased and it reached another 52 week high in price. It is still cheap at six times cash flow.

Don Lato
President, Padlock Investment Management
Price
$20.980
Owned
Yes